Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs.
Laura LaTourette is a financial planner that describes her practice as one designed to enable LGBTQ+ folx make a plan to simplify their lives to enable them to live authentically and leave a legacy of love. Based on her own 18 acre farm in Dahlonega Georgia, Laura has been a financial planner for over 20 years and is also a National Resource Center Ambassador for LGBT Elder Issues.
Marah Curtin describes herself as a “catalyst on a mission to promote the empowerment of women and the next generation, financially or otherwise”. Based in Dublin, Ireland, but originally from the US, she is a Director of Client Engagement at Davy, and has had a long career in financial planning. She can be found on Instagram under @femolutionist, where she writes about money, careers and life from a female point of view. She is also the founder of Cents for Kids and Side Hustle.
Jessica Goedtel is a Financial Planner and Owner at Pavilion Financial Planning in Allentown Pennsylvania. She works in particular for tech workers and sex workers and I came across her profile when she presented a robust challenge to a popular personal finance book highlighting its lack of female representation in its case studies.
Emma Olivier is the founder and CEO of Twenty Percent, a disability Advisory working with Corporate Australia. She was born with a limb difference – without a left hand – and understands from her own lived experience the challenges and opportunities of having a disability in the corporate world. She spent over 30 years in consulting, most recently at Accenture in Melbourne. She is a member of the Risk and Audit Committee of Scope, among other roles.
It is our last official series of The Fiftyfaces Podcast for 2023 but we have a ton of actionable content for you for the rest of the year. In Series 5 we are looking around the corner at the future of AI, and how it will enable us to go back to the future. We will look at what lies ahead for digital health and how better inclusion, particularly of people with disabilities, empowers all employees.
Catherine Foot is Director at Phoenix Insights, a new longevity think tank launched in 2021, which reimagines how we work, learn, save and live in an age of longer lives. She previously was Director of Evidence at the Centre for Aging Better and prior to that was Assistant Director, Policy, at the King’s Fund
Ray Tierney is a cybersecurity specialist who was formerly a paramedic. Prior to that she was a Security Forces Security Specialist. We chart her path through school and into a series of professions that were explicitly intolerant towards LGBTQ identities and discuss how she was “outed” initially by a polygraph test, which contained particularly intrusive questions.
209. Paul Guilliotti of Richmond and Wandsworth Council: From Pooling to a League 2 Football Team: The Life and Times of a Real Life Ted Lasso
Paul Guilliotti is Assistant Director – Financial Services – at Richmond and Wandsworth Councils. He has had a long career in local government and is a frequent participant in discussions around leveling up and LGPS pooling. Our conversation starts with Paul’s childhood where he spent some time in Zambia during his early school years. We speak about any take-aways from that time and then dig into the origins of his unusual name a little.
207. Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on the “Who”
Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He previously led investor education across a series of investment firms and prior to that was head of manager selection at a Chicago-based fund of hedge funds.